Some investment opportunities on Snowball, including certain managed funds, are only available to Wholesale Investors under New Zealand law.
You must meet wholesale investor eligibility criteria to access wholesale-only offers.
How can I qualify as a Wholesale Investor?
You may qualify as a Wholesale Investor if you meet at least one of the following criteria (summarised criteria):
You have experience dealing with financial products and have completed an Eligible Investor Certificate.
Your net assets or turnover exceeded NZ$5 million in each of the last two financial years.
You’ve held or acquired NZ$1 million or more in financial products in the past two years.
You work in the financial sector or hold a Financial Advice Provider (FAP) licence.
You’re investing NZ$750,000 or more into an offer.
Where can I find more information?
You can read a full explanation in our article: Are you a Wholesale Investor?
Need help?
If you have any questions about Wholesale certification, please contact our team.